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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,179 | $96,643-69.8% | $86,617-66.3% | $139,456-79.1% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | -8.41% | 106.57%-115.0pp | 591.91%-600.3pp | 373.45%-381.9pp |
| Employer contribution / active EE | $3,238 | $3,264-0.8% | $3,023+7.1% | $4,753-31.9% |
| Participant deferral / active EE | $4,021 | $4,835-16.8% | $4,437-9.4% | $6,711-40.1% |
| Admin fee / account holder | $44,115 | $6,406+588.6% | $5,613+686.0% | $11,407+286.7% |